Proper Wealth Management (Proper) is in the business of creating a substantial impact on our clients’ wealth so they can have more experiences, create bigger legacies, view their futures with greater certainty and have larger effects on social causes they care about.

Proper was born out of frustration with the inherent conflicts of interest at big brokerage firms influencing advisors to sell products that were not suitable for clients but profitable to the firm along with a consistently mixed message of whose interest was supposed to be put first; the clients’, the firms’, shareholders or advisors.

At Proper, our clients interests come first. We are compensated the same regardless of which investments we utilize so there’s no incentive for us to sell high commission products. Since we focus on a small number of clients, we are able to truly tailor our advice to each person’s unique circumstances.

Our clients wanted something extraordinary, so we created it. In short, Proper is wealth management the way it’s supposed to be.

“It’s hard to win the game when you don’t know the rules, yet people play it everyday leading to disastrous results. We know the usual pitfalls and how to avoid them and put our clients in a position to win consistently.”